Latest Institutional Transactions on Dimensional ETF Tr (DFAX)
This table provides information on the latest institutional transactions involving Dimensional ETF Tr (DFAX) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
22.2K+ 194.89% |
$649K - $700K
|
33.6K
$1.07M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
175K+ 12.26% |
$5.12M - $5.52M
|
1.6M
$51.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
11.3KNew |
$330K - $356K
|
11.3K
$361K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
222K+ 35.66% |
$6.49M - $7M
|
844K
$27M
|
|
|
Nov 14, 2025
Q3 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
8.41K+ 43.58% |
$246K - $265K
|
27.7K
$887K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.14K+ 1.67% |
$62.5K - $67.4K
|
130K
$4.15M
|
|
|
Nov 14, 2025
Q3 2025
|
Ieq Capital, LLC
|
BUY
|
- |
3.32K+ 13.17% |
$97.2K - $105K
|
28.6K
$914K
|
|
|
Nov 14, 2025
Q3 2025
|
Brown Advisory Inc
|
SELL
|
- |
-21.3K- 53.4% |
$624K - $673K
|
18.6K
$596K
|
|
|
Nov 14, 2025
Q3 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-242K- 47.95% |
$7.07M - $7.63M
|
262K
$8.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
220K+ 3.83% |
$6.44M - $6.95M
|
5.97M
$191M
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
6.67KNew |
$195K - $211K
|
6.67K
$214K
|
|
|
Nov 14, 2025
Q3 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
88+ 0.01% |
$2.57K - $2.78K
|
1.11M
$35.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-768- 3.11% |
$22.5K - $24.2K
|
23.9K
$766K
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-24.1K- 3.21% |
$706K - $762K
|
727K
$23.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
17New |
$497 - $537
|
17
$544
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-6.34K- 1.58% |
$185K - $200K
|
394K
$12.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
164+ 0.0% |
$4.8K - $5.18K
|
5.14M
$164M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-7.13K- 64.63% |
$209K - $225K
|
3.91K
$125K
|
|
|
Nov 13, 2025
Q3 2025
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
6.79KNew |
$199K - $214K
|
6.79K
$217K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-434K- 16.72% |
$12.7M - $13.7M
|
2.16M
$69.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
340+ 0.56% |
$9.95K - $10.7K
|
61.6K
$1.97M
|
|
|
Nov 13, 2025
Q3 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
21.3K+ 4.78% |
$622K - $671K
|
466K
$14.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
103+ 0.34% |
$3.01K - $3.25K
|
30.2K
$968K
|
|
|
Nov 13, 2025
Q3 2025
|
American Investment Services, Inc.
|
SELL
|
- |
-1.01K- 0.42% |
$29.4K - $31.7K
|
241K
$7.72M
|
|
|
Nov 13, 2025
Q3 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
4.77K+ 4.33% |
$140K - $151K
|
115K
$3.68M
|
|
|
Nov 13, 2025
Q3 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
14.9K+ 23.22% |
$435K - $470K
|
79K
$2.53M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.58K+ 76.06% |
$46.2K - $49.8K
|
3.66K
$117K
|
|
|
Nov 13, 2025
Q3 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-4.97K- 0.52% |
$145K - $157K
|
946K
$30.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Architects, LLC
|
BUY
|
- |
4.82K+ 3.79% |
$141K - $152K
|
132K
$4.22M
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-2.6K- 17.28% |
$75.9K - $81.9K
|
12.4K
$398K
|
|
|
Nov 13, 2025
Q3 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
437+ 22.36% |
$12.8K - $13.8K
|
2.39K
$76.5K
|
|
|
Nov 13, 2025
Q3 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-149- 0.47% |
$4.36K - $4.7K
|
31.8K
$1.02M
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
690+ 7.73% |
$20.2K - $21.8K
|
9.62K
$308K
|
|
|
Nov 13, 2025
Q3 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
508+ 0.18% |
$14.9K - $16K
|
286K
$9.15M
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-2.96K- 0.8% |
$86.6K - $93.5K
|
369K
$11.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
22.8K+ 15.31% |
$667K - $720K
|
172K
$5.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
12.8K+ 1.89% |
$375K - $405K
|
693K
$22.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
SELL
|
- |
-38.1K- 1.1% |
$1.11M - $1.2M
|
3.42M
$110M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-5.58K- 2.64% |
$163K - $176K
|
206K
$6.58M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
191K+ 418.2% |
$5.59M - $6.03M
|
237K
$7.58M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-2.81M- 96.44% |
$82.3M - $88.8M
|
104K
$3.32M
|
|
|
Nov 13, 2025
Q3 2025
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-541- 0.53% |
$15.8K - $17.1K
|
102K
$3.26M
|
|
|
Nov 13, 2025
Q3 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
26.2K+ 5.17% |
$767K - $828K
|
534K
$17.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-103- 0.18% |
$3.01K - $3.25K
|
58K
$1.86M
|
|
|
Nov 13, 2025
Q3 2025
|
Momentous Wealth Management, Inc.
Vancouver, WA |
SELL
|
- |
-6.3K- 0.84% |
$184K - $199K
|
742K
$23.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-20.5K- 2.49% |
$600K - $647K
|
804K
$25.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-207K- 6.91% |
$6.06M - $6.54M
|
2.79M
$89.4M
|
|
|
Nov 13, 2025
Q3 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
1.12K+ 1.28% |
$32.9K - $35.5K
|
89.2K
$2.86M
|
|
|
Nov 13, 2025
Q3 2025
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
11.1KNew |
$324K - $349K
|
11.1K
$354K
|
|
|
Nov 13, 2025
Q3 2025
|
Family Management Corp
New York, NY |
BUY
|
- |
9.52KNew |
$278K - $300K
|
9.52K
$305K
|
|